ZIM

Zacks Investment Management Portfolio holdings

AUM $12.6B
1-Year Est. Return 26.15%
This Quarter Est. Return
1 Year Est. Return
+26.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.55B
AUM Growth
-$652M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$35.8M
3
+$25.3M
4
MCD icon
McDonald's
MCD
+$15.6M
5
RTX icon
RTX Corp
RTX
+$10.5M

Top Sells

1
+$60.7M
2
+$26.8M
3
+$12.5M
4
SBUX icon
Starbucks
SBUX
+$12M
5
LRCX icon
Lam Research
LRCX
+$11.6M

Sector Composition

1 Technology 16.69%
2 Financials 15.31%
3 Healthcare 14.68%
4 Consumer Staples 10.91%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.13M 0.02%
10,077
-392
327
$1.12M 0.02%
85,463
-4,817
328
$1.1M 0.02%
9,053
+1,228
329
$1.09M 0.02%
41,792
+34,510
330
$1.07M 0.02%
19,536
+1,899
331
$1.06M 0.02%
16,163
-315
332
$1.06M 0.02%
52,006
-3,586
333
$1.05M 0.02%
14,476
-1,082
334
$1.05M 0.02%
37,984
+12,110
335
$1.05M 0.02%
27,762
+1,044
336
$1.05M 0.02%
4,798
+1,671
337
$1.03M 0.02%
18,233
-3,939
338
$1.02M 0.02%
1,893
-896
339
$1.01M 0.02%
12,569
-358
340
$994K 0.02%
16,716
+1,484
341
$966K 0.01%
+20,367
342
$963K 0.01%
41,318
+6,183
343
$940K 0.01%
8,569
-8,222
344
$940K 0.01%
14,557
+122
345
$936K 0.01%
31,567
+1,251
346
$936K 0.01%
28,315
-927
347
$917K 0.01%
21,646
-15,765
348
$915K 0.01%
24,354
-814
349
$913K 0.01%
7,179
+3,154
350
$906K 0.01%
+4,738
12 13
14
15 16